Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,138 | $84,236+110.3% | $170,435+3.9% | $70,126+152.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.22% | 23.06%-17.8pp | 205.94%-200.7pp | 73.15%-67.9pp |
| Employer contribution / active EE | $8,282 | $3,387+144.5% | $5,432+52.4% | $2,343+253.5% |
| Participant deferral / active EE | $5,340 | $3,086+73.0% | $4,939+8.1% | $3,332+60.3% |
| Admin fee / account holder | $848 | $5,698-85.1% | $13,881-93.9% | $4,645-81.8% |